topic Doing Decendent's Taxes in Get your taxes done using TurboTax

Doing Decendent's Taxes

gns529 — Wed, 09 Mar 2022 20:58:32 GMT

Hello. Do you do decendents' taxes? I need to file my deceased father's tax returns for the year 2020. I don't know where to start.

Re: Doing Decendent's Taxes

JulieS — Wed, 09 Mar 2022 21:06:03 GMT

Because you need a 2020 tax return, you will need to purchase the 2020 program.

Click here to purchase 2020.

You file a tax return for a deceased person more or less the same way you file your own taxes. On the screen titled, Your personal info look for the question, "I'm preparing this return for a Taxpayer, who has passed away." Once you answer that Yes, you will be asked for the date.

After that, continue with the return in the regular way, entering income, deductions, etc.

If Form 1310 is required, you will be prompted to answer a few questions about that near the end of the interview. Form 1310 is used to provide information about your right to claim a refund on behalf of the decedent.

Click here to learn more about filing a decedent tax return.

I am very sorry for your loss. Don't hesitate to reach out again if you have more questions.

Re: Doing Decendent's Taxes

gns529 — Thu, 10 Mar 2022 05:08:52 GMT

I had bought the TurboTax Deluxe Edition for 2020, but I never received the download. I spoke to someone over the phone last year and they said someone else would contact me, but nobody ever called back. I did put in a request for a refund because I already paid for it. This was last week. I haven't heard anything about that either except that I got an email saying my case was closed. I can't afford to buy another one.

Thank you for your condolences and your help.

Re: Doing Decendent's Taxes

CarissaM — Thu, 10 Mar 2022 23:35:26 GMT

Please contact us by phone by following the instructions here, so a phone support specialist can look into this. We do not have access to your account here in this public forum to issue any refund.

Re: Doing Decendent's Taxes

VolvoGirl — Thu, 10 Mar 2022 23:39:04 GMT

Did you buy the download?

Access your downloads here

https://shop.turbotax.intuit.com/commerce/account/secure/login.jsp?pagecontext=download

How to download your software purchase

https://ttlc.intuit.com/community/installing/help/how-do-i-download-the-software-i-purchased-at-turbotax-com/00/26075

Re: Doing Decendent's Taxes

gns529 — Sun, 03 Apr 2022 00:47:28 GMT

Hi. I did purchase it, but I never received it in my emails. When I look at the Dowloads page on here there's nothing there anymore.
Thanks for your help anyway!

Re: Doing Decendent's Taxes

gns529 — Sun, 03 Apr 2022 00:48:10 GMT

Thank you. I will do that.